Business Valuation Manager - Intangible Assets

BDO USA; San Francisco (CA); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA seeks a Valuation & Capital Markets Analytics Manager to lead and deliver complex valuation engagements from proposal through completion. You will manage assignments and staff, and contribute to business development and appraisal reviews.

You will supervise VCMA senior associates and analysts, develop models and reports, and ensure quality controls while interacting with clients and internal teams across engagements.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or other relevant field required.
• MBA preferred.
• Five to seven years of business valuation experience in a Big 4 or national firm required.
• Significant experience in business valuation and intangible assets required.
• Prior experience in financial reporting valuation and appraisal review.

Responsibilities

• Performs research on company, industry and economy.
• Analyzes client financial statements.
• Constructs financial models.
• Assesses operational profitability and financial conditions.
• Develops and reviews cash flow forecasts.
• Documents and maintains work product.
• Composes narratives and prepares exhibits for valuation analyses.
• Ensures quality controls on all work products.
• Participates in internal and external client meetings.
• Guides peers and staff on project plans and timelines.
• Other duties as required.

Skills

Communication skills

Analytical skills

Organizational skills

Multitasking

Team leadership

Presentation skills

Education

Bachelor's degree in Accounting/Finance/Economics

MBA or equivalent preferred

Tools

Excel

PowerPoint

Word

Capital IQ

Bloomberg

Job description

JOB DESCRIPTION

The Valuation & Capital Markets Analytics Manager is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Valuation & Capital Markets Analytics Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Manager will be charged with assisting with business development activities and appraisal reviews.

Job Summary

The Valuation & Capital Markets Analytics Manager is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Valuation & Capital Markets Analytics Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Manager will be charged with assisting with business development activities and appraisal reviews.

JOB DESCRIPTION

The Valuation & Capital Markets Analytics Manager is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Valuation & Capital Markets Analytics Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Manager will be charged with assisting with business development activities and appraisal reviews.

Job Duties

• Performs related company, industry and economic research
• Analyzes client financial statements
• Constructs financial models
• Assess operational profitability and financial conditions
• Develops and reviews cash flow forecasts
• Performs benchmark analysis
• Documents and maintains all appropriate aspects of work product
• Composes narrative reports in support of valuation analyses
• Prepares necessary exhibits and memos in illustration of complex issues
• Ensures quality controls are adhered in association with all work products
• Participates in internal and external client meetings
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of VCMA Senior Associates and Associates on assigned engagements and reviews work product
• Ensures VCMA Senior Associates and Associates are trained on all relevant valuation databases and models.
• Evaluates the performance of VCMA Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for VCMA Senior Associates and Associates
• Acts as Career Advisor to VCMA Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities

• Bachelors degree in Accounting, Finance, Economics or other relevant field required
• Masters in Business Administration preferred

Experience

• Five (5) to seven (7) years of business valuation experience in a Big 4 or national basis required
• Significant experience in business valuation and intangible assets required
• Prior experience in financial reporting valuation and appraisal review

License/Certifications

• CPA, CFA, AM, ASA or other valuation industry credentials preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior experience with Capital IQ and Bloomberg preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Superior oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $95,000 - $150,000

Maryland Range: $95,000 - $150,000

NYC/Long Island/Westchester Range: $95,000 - $150,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"